See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,533 | $181,894-94.2% | $156,549-93.3% | $273,961-96.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 11.98% | 30.74%-18.8pp | 32.23%-20.2pp | 41.45%-29.5pp |
| Employer contribution / active EE | $885 | $6,248-85.8% | $5,501-83.9% | $4,869-81.8% |
| Participant deferral / active EE | $2,264 | $5,550-59.2% | $4,871-53.5% | $5,287-57.2% |
| Admin fee / account holder | $66 | $15,559-99.6% | $13,027-99.5% | $10,132-99.3% |